MS NOW
MS NOWJan 1
Energy

Oil shock could BACKFIRE on fossil fuel-loving Trump, ignite ‘green future’

15 min video4 key momentsWatch original
TL;DR

Trump's Iran war spiked gas 50% in two months, enriching oil companies while clean energy alternatives become cheaper and faster than fossil fuels globally.

Key Insights

1

Two months to match Iraq/Vietnam61% of Americans now say military force against Iran was a mistake — achieved in just two months, matching disapproval levels Iraq took six years and Vietnam took six years to reach.

2

Oil companies profiting, not consumersGas prices have risen almost 50% since Trump's war began, with the biggest one-day jump ($4.39/gallon) occurring after the ceasefire started, yet oil companies like Exxon and Chevron announced stronger-than-expected earnings.

3

Charging faster than gasChinese EV manufacturer BYD achieved 97% charge in 9 minutes using megawatt charging — faster than fueling a diesel truck — making electric cars genuinely competitive on convenience, not just cost.

4

Global EV adoption vs US backslide98% of new cars sold in Norway are electric; France's EV sales now drive the entire new car market growth; yet Trump administration cut the US EV tax credit, causing domestic EV sales to drop last quarter.

5

DIY solar EV charging available nowA homeowner can now buy off-the-shelf solar panels, inverters, and a charger to charge a Rivian 100% free from his backyard with zero permits — this technology already exists and is accessible to individuals.

Deep Dive

Trump's War and the Oil Shock Nobody Wanted

Chris Hayes opens by fact-checking Trump's claim that the Iran war has been 'terminated' — it hasn't, despite what the White House told Congress under War Powers Act deadline pressure. The ceasefire is temporary; hostilities and blockades continue. But here's the brutal political math: 61% of Americans now say the military force against Iran was a mistake, a disapproval level that took Iraq six years and Vietnam six years to reach. Hayes drives the point home: the war has provided zero tangible benefits to Americans while imposing massive costs. Today alone, unleaded gas jumped to $4.39 a gallon — the biggest one-day spike since the ceasefire began. Since the war started two months ago, gas prices have climbed almost 50%. The only real winners are oil companies: Exxon Mobil and Chevron just announced better-than-expected earnings. Trump himself bragged two weeks into the conflict that since the US is the world's largest oil producer, higher prices make America money — raising the uncomfortable question of whose 'we' he was talking about.

The Pattern America Keeps Repeating

Hayes pivots to history. In the 1970s energy crisis, America faced gas rationing, devastating recessions, stagflation, and shattered livelihoods — all because society depended entirely on fossil fuels vulnerable to geopolitical shocks. Nearly 50 years later, in 2026, America is still held hostage by the same 19th-century technology: burning fossil fuels. Except this time, Hayes argues, it's different. For the first time in history, there's an actual, price-competitive alternative ready to go. Trump knows this too — which is why his administration is literally paying energy companies hundreds of millions in public funds to stop building wind farms. He's doing everything possible to destroy clean energy and increase oil and coal dependence. Yet the rest of the world has already moved on. Robinson Meyer, founding editor of Heatmap climate media, joins to explore what happens when these alternatives become mainstream while Trump drags America backward.

The Global EV Tipping Point Has Arrived

Hayes shows charts of electric vehicle adoption racing ahead globally. Norway now buys 98% electric cars; France's entire new car market growth comes from EVs; Germany, China, and elsewhere have crossed the inflection point where blue (electric/hybrid) lines have overtaken red (gas engine) lines. The data is stark. Yet in the US, EV sales dropped last quarter after Trump and Republicans killed the EV tax credit. Until recently, US choices were limited — that's changing fast. Chinese manufacturer BYD, which started as a phone battery company, now dominates global EV production. BYD's latest vehicles — like the Yangwong U8L — charge from 10% to 97% in just 9 minutes and 7 seconds using megawatt charging. Hayes himself tests the tech and is stunned: it's faster than fueling a diesel truck. One Ford CEO recently admitted that after visiting a Chinese car show, he realized their cars went 'from clearly behind us to ahead of us' in design and capability. This isn't sci-fi. These cars are coming, and they're genuinely better on cost and convenience.

The Decentralized Energy Future Is Already Here

Hayes showcases what's possible right now: a homeowner with a Rivian charging 100% free from rooftop solar panels and an inverter — no permits, no permission, just off-grid DIY energy independence. This off-the-shelf capability exists today. Meyer explains that after decades of stop-start policy cycles, 2022 and now 2026 mark the first time renewables aren't 'alternative' anymore — they're viable options that can power entire national grids. Countries like Norway, France, Indonesia, and Southeast Asia are either transitioning existing systems or building from scratch toward renewables. The geopolitical lesson Meyer draws is striking: China designed its energy policy around the question 'What if we lost access to seaborne fossil fuels?' That strategic question drove massive investment in EVs, domestic renewables, and energy systems that don't depend on shipping. Now the question inverts: most countries worldwide lack domestic oil and gas but have abundant sun and wind. Trump can resist, but the architecture of the global economy is shifting beneath his feet.

Takeaways

  • Monitor EV charging technology advances — 10% to 97% in 9 minutes is now real, making gas station convenience moot.
  • Track solar installation growth in your region despite Trump administration opposition — it's climbing anyway and enables energy independence.
  • Pay attention to Chinese EV manufacturers entering Western markets; they're years ahead on both cost and battery tech.
  • Recognize that oil shocks historically force energy policy pivots — expect Congress to revisit the Inflation Reduction Act framework when energy costs spike further.

Key moments

0:5461% say Iran war was a mistake

61% of Americans now say that using military force against Iran was a mistake. That's according to a new Washington Post, ABC News, Ipsos poll that's out today.

1:46Gas prices up 50% since war began

The price of gas has risen almost 50% since the beginning of the war. In fact, the biggest winners of this entire thing, the whole enterprise appear to be the oil companies.

5:57BYD charges 97% in under 10 minutes

With its latest flash charging technique, this Yangwong U8L went from 10% to 97% charge in 9 minutes and 7 seconds. I've never seen charging speeds like that. Nobody has.

7:24DIY home solar charging is available now

I'm charging my Rivian 100% off-grid directly from solar right now. I've got it plugged in right here which goes to my EV charger. It's completely off-grid no permits required for this. 100% for free completely off-grid.

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